+375.0%
RCL vs ENTG
+753.2%
-378.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.3% |
| 7D | +8.5% | -9.3% | +17.8% | +12.2% |
| 30D | +20.4% | -16.4% | +36.8% | +27.5% |
| 3M | +11.0% | -3.8% | +14.8% | +9.0% |
| 6M | +24.9% | -6.9% | +31.8% | +18.6% |
| YTD | +23.9% | +65.0% | -41.1% | -12.5% |
| 1Y | +30.8% | +61.7% | -30.9% | -7.5% |
| 3Y | +270.4% | +46.6% | +223.8% | +147.1% |
| 5Y | +296.1% | -2.7% | +298.8% | +206.5% |
| 10Y | +375.0% | +743.3% | -368.3% | +38.6% |
| All | +375.0% | +753.2% | -378.2% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling